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Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
501
Lehman & Derafelo Financial Resources
Pennsylvania
$1.33M -$30K -800 -2%
PI
502
PFS Investments
Georgia
$1.32M +$213K +5,687 +16%
MIA
503
MMBG Investment Advisors
Florida
$1.31M – – –
TI
504
Tidal Investments
Wisconsin
$1.31M +$666K +17,744 +76%
ATC
505
Argent Trust Co
Tennessee
$1.31M -$69.1K -1,843 -4%
ACMA
506
Arbor Capital Management (Alaska)
Alaska
$1.3M -$60.4K -1,610 -4%
GCM
507
Galibier Capital Management
Ontario, Canada
$1.3M +$792K +21,100 +106%
SPIA
508
Steward Partners Investment Advisory
New York
$1.27M +$341K +9,098 +29%
KWM
509
Kaydan Wealth Management
Michigan
$1.27M -$24K -641 -2%
TMWM
510
Taylor & Morgan Wealth Management
Michigan
$1.26M +$56.3K +1,502 +4%
YIH
511
Y-Intercept (HK)
Hong Kong
$1.26M +$1.48M +39,565 New
AP
512
Advisor Partners
California
$1.25M +$91.9K +2,451 +7%
EH
513
Equitable Holdings
New York
$1.25M -$650K -17,318 -31%
WANY
514
Wealthspire Advisors (New York)
New York
$1.25M +$1.21M +32,326 +464%
CWP
515
Curated Wealth Partners
California
$1.24M +$394K +10,498 +37%
IFWM
516
Institute for Wealth Management
Colorado
$1.23M +$19.1K +510 +1%
USCWA
517
U.S. Capital Wealth Advisors
Texas
$1.23M +$51.4K +1,370 +4%
AAM
518
Auxier Asset Management
Oregon
$1.23M – – –
JCM
519
Jacobi Capital Management
Pennsylvania
$1.22M +$30.1K +803 +2%
ZCA
520
Zeke Capital Advisors
Pennsylvania
$1.22M +$82.4K +2,197 +6%
UB
521
UMB Bank
Missouri
$1.22M -$7.84M -209,120 -84%
XSC
522
X-Square Capital
Puerto Rico
$1.2M -$179K -4,767 -11%
IAA
523
Independent Advisor Alliance
North Carolina
$1.2M +$729K +19,435 +107%
RJT
524
Raymond James Trust
Florida
$1.19M +$120K +3,202 +9%
FT
525
Fiduciary Trust
Massachusetts
$1.19M +$81K +2,159 +6%
19 20
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